A complete list of active advisors currently associated with Brendel Financial Advisors LLC
Warmer can help you find a great advisor at Brendel Financial Advisors LLC or one who fits your needs even better.
Brendel Financial Advisors provides personalized financial planning, consulting, and investment management to individuals (including high-net-worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and non‑U.S. persons. Client engagement begins with information gathering and a documented plan or consulting agreement, and services are offered on both discretionary and non‑discretionary bases. The firm’s investment process starts with a transition analysis and the development of asset allocation guidelines, after which most client accounts are placed into one of eight model strategies — including Dividend, Traditional Stock, ETF, Microcap, Everything, Tomorrow, and Fixed Income & Cash — and may also include allocations to third‑party managers. Portfolios may use techniques such as short sales, limited margin, monthly rebalancing for certain models, and tax‑aware implementation and the firm documents crypto‑asset considerations and custody/operational risks in its disclosures. What is distinctive about Brendel Financial Advisors is that certain professionals are also licensed independent insurance agents and may implement insurance transactions for commission in addition to advisory compensation, a potential conflict the firm discloses and addresses through its code of ethics. The firm also emphasizes a range of specialized equity strategies — notably a microcap sleeve and a themed “Tomorrow” growth portfolio with active rebalancing, as well as multi‑generation planning to involve family members when appropriate.
To learn more about the advisors currently working at Brendel Financial Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Hanover, NH
| 3
| |
Hanover, NH
| 38
|
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